Estate Tax Calculator

Edit values below before generating your report. Changes here only affect the report output.

Key Metrics

Current Estate

Federal Tax

Total Tax

Net to Heirs

Insurance Benefit

Net With Insurance

Tax Equiv Return

Life Expectancy Year

Projection Table Data

Show Columns: Fed Tax State Tax Total Tax Net Heirs Insurance W/Insurance Tax Equiv

Year	Age	Estate	Fed Tax	State Tax	Total Tax	Net Heirs	Insurance	W/Insurance	Del

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Client Information

Client Name

Filing Status

Age 1

Age 2

Spend Down Age

Life Expectancy

Projection Age Based On

Controls which age is used for life expectancy highlight

State

Estate Assets

Net Worth (In Estate)

Pre-Retire Growth %

Post-Retire Growth %

Growth Change Age

Age when growth rate changes

Spend Down %

Qualified Assets (IRA/401k)

Qualified Asset Value

Q Growth %

Income Tax %

RMD Start Age

RMD Type

Show qualified in projections

Exemption & Gifts

Exemption/Person

Inflation %

Prior Exclusion Used

Gift Recipients

Annual Exclusion

Existing Trust (Outside Estate)

Trust Value

Growth %

Use trust to pay premium

Current Insurance

Has existing life insurance

New Insurance Planning

Death Benefit

Annual Premium

Pay Years

Second-to-Die Policy

Select Analysis Year

Year 1

Year 1 LE: Year 41 Year 50

Estate Value

-

Taxable

Federal Tax

-

40% rate

State Tax

-

Total Tax

-

Net to Heirs

-

With Insurance

-

Tax Equivalent Yield

-

at current tax rate

Estate & Tax Projection

Net to Heirs Comparison

Year-by-Year Projections

Insurance Illustration Data

Year	Age	Premium	Cash Value	Death Benefit	Tax Equiv